• Manage vendor bills and client invoices • Track payments and reconcile bank statements • Maintain organized and accurate financial records • Flag discrepancies or duplicate charges • Track payroll data using assigned systems • Ensure accurate and timely submissions • Monitor expense reimbursements • Reconcile accounts in QuickBooks Online • Prepare monthly financial summaries • Identify errors, gaps, or anomalies before final reporting • Maintain clean ledgers and documentation • Review recurring expenses and subscriptions • Support cost-efficiency efforts

• Meticulously manage client trust accounts, ensuring 3-way reconciliation (bank statement, trust ledger, client ledger) to adhere to Bar regulations. • Process monthly client invoices, track billable hours, and follow up on accounts receivable. • Manage vendor bills, check requests, and expenses. • Reconcile bank statements for operating and IOLTA accounts. • Generate monthly profit and loss statements, balance sheets, and cash flow reports for firm partners. • Handle payroll processing.

The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and we are looking for a Law Firm Bookkeeper to join our team! WHAT'S IN IT FOR YOU? 📈 An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S. 🦷 BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. 💰 BONUSES - An opportunity to earn quarterly bonuses based on performance.  ☀️ UNLIMITED VACATION TIME - We encourage you to take time to recharge so you can be your best here at work. 💡 EDUCATION – Team member education and learning budget on courses, events and books. 🌴 FUN – Company activities, outings, and retreats. 💲 INVESTMENTS – Simple IRA WITH a 3% Match. 💻 WORK STYLE – WFH or come to the office. The choice is yours! The Law Firm Bookkeeper role is $25 per hour. Key Responsibilities: - Trust Accounting & Compliance: Meticulously manage client trust accounts, ensuring 3-way reconciliation (bank statement, trust ledger, client ledger) to adhere to Bar regulations. - Billing & Accounts Receivable: Process monthly client invoices, track billable hours, and follow up on accounts receivable. - Accounts Payable: Manage vendor bills, check requests, and expenses. - Banking & Reconciliation: Reconcile bank statements for operating and IOLTA accounts. - Financial Reporting: Generate monthly profit and loss statements, balance sheets, and cash flow reports for firm partners. - Payroll: Handle payroll processing.

• A detail-oriented and highly organized Bookkeeper is required to support a growing CPA practice serving monthly retainer clients • This role focuses on full-cycle bookkeeping, reconciliations, financial reporting, and maintaining clean accounting records within established firm procedures • Perform full-cycle bookkeeping for multiple monthly retainer clients • Record and categorize transactions in QuickBooks Online • Perform bank and credit card reconciliations • Maintain general ledger accuracy • Clean up and organize historical bookkeeping records when needed • Generate financial reports (P&L, Balance Sheet, Cash Flow) • Prepare supporting schedules for internal CPA review • Ensure documentation is organized and audit-ready • Maintain high attention to detail across multiple client files